Employee Benefits Account Executive

Employee Benefits Account Executive

Requirements

• College degree in business or related field plus two years work experience preferred.
• Knowledgeable of health and related group insurance products, general financial practices, policy servicing and application processing.
• Group I license for life and health required.

Responsibilities

• Develop current, referral and new clients.
• Provide Benefits Review Process / RFP Process through strategic planning.
• Track renewal date by client & policy in order to begin process in appropriate amount of time; contact vendors to request renewal; contact clients to discuss renewal options.
• Complete request for proposals (RFP) paperwork to distribute to the marketplace; process includes preparing RFP’s for renewing clients and prospects in the areas of group life, health, disability, wellness, EAP, AD&D and other group benefit products as available and in accordance with state and federal regulations utilizing database, word processor and spreadsheets.
• Consolidate RFP data and vendor product information for client presentation.
• Make client presentations and resolve client questions and problems in order to close sale.
• Provide or coordinate client service with Account Manager(s) as needed.
• Communicate case status with Producer, Marketing Assistant(s), Account Manager(s) and Clients.
• Assure sold business cases are completed in conjunction with Account Manager(s) and Marketing Assistant(s).
• Prepare monthly Critical Path reports.
• Present client mid-year review.
• Remain current on new products, marketing concepts and related legislation.
• Attend continuing education courses and miscellaneous seminars to continue career growth.
• Travel to prospect and client location as required for sales calls, enrollment meetings, policy/contract delivery, problem resolution, and goodwill.
• Back up Account Managers as needed; correspond with clients, resolve issues, provide guidance and perform enrollment meetings; ongoing support.

Preferred Qualifications

• Word-processing Software (Word)
• Spreadsheet (Excel)
• Ability to learn Benefit Point
• Spread sheet development and preparation.
• Proposal preparation (utilizing word-processor and/or computerized presentation packages).
• Must be organized with attention to detail; dependable; flexible in changing priorities; able to handle multiple tasks.
• Excellent interpersonal and communication skills (oral, written and presentation):
• Formal presentation skills.
• Ability to speak before clients/groups with poise, voice control and confidence, using correct English and well-modulated voice.
• Ability to prepare business letters, memos, summaries and reports, using prescribed format and conforming to all rules of punctuation, grammar, diction, and style.
• Leadership, sales, team and customer service attitude.
• Good decision-making ability: utilize independent/abstract thinking skills as needed.
• Ability to supervise others.
• Ability to apply commonsense understanding to carry out instructions furnished in written, oral, or diagrammatic form.